Assistant Underwriting Tele Consultant
Found in: Talent HK C2 - 2 weeks ago
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.
Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.
Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high calibre professional to join our team as an Assistant Underwriting Tele Consultant - HSBC Life.
Principal Responsibilities
Conduct Tele interview and underwriting of insurance application with customer via phone and digital channels Perform the underwriting assessment and support the Underwriting decision for Life and Health applications based on customer interview Support customers during onboarding journey including but not limited to providing guidance to customer completing medical / health questions, obtaining medical reports, addressing customer concerns with a customer centricity mindset Provide Insurance technical support for sales team regarding customer enquires Ensure to perform underwriting assessment and decision in accordance with procedures and service standard for new applications in professional manner Ensure the Virtual Underwriting team efficiency and accuracy Regularly review the administration procedures within the section to ensure all activities are processed in the most effective means and remain most effective at all times Support on launching and expanding the Virtual Underwriting capability including designing and maintaining service levels, scripts, procedures and training Make recommendation and support on process and system optimization to give good customer journey Requirements Bachelor’s degree Solid years’ experience in Customer service / facing roles with strong customer centricity mindset Underwriting experience in life insurance and with medical underwriting authority will be added as advantage Good writing / speaking skills in English, Cantonese and Mandarin Excellent interpersonal, negotiating and influencing skills Strong analytical and problem solving ability Self-motivated and proactive with the ability to prioritize with limited guidance Registered Nurse Practicing Certificate / Nursing experience will be added as advantage-
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